Kate Booker
Vice President - Portfolio Manager at Guyasuta Investment Advisors Inc.
About
Kate Davis Booker currently serves as Vice President and Portfolio Manager at Guyasuta Investment Advisors in Pittsburgh, PA. In this role, she oversees portfolio management and is responsible for developing and executing investment strategies tailored to client objectives, drawing on her broad expertise in financial services and capital markets.
Kate’s investment focus includes public and private markets, with particular experience in industrial equipment, real estate acquisition and development, and credit analysis. She leverages her background in capital markets and equipment finance—gained at institutions such as PNC Capital Markets LLC and TriState Capital Bank—to assess economic data, manage market risks, and construct portfolios across equity and fixed income asset classes.
Her career has included leadership and advisory roles in both the private sector and academia, notably as Program Manager and Business Advisor at Chatham University’s Center for Women’s Entrepreneurship. Kate holds an MBA in Finance and Entrepreneurship from Carnegie Mellon University’s Tepper School of Business, a BA in Sociology from The Johns Hopkins University, and is an alumna of Leadership Pittsburgh.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Guyasuta Investment Advisors | Vice President - Portfolio Manager | Sep 2023 to Present | I work directly with clients and manage their investment portfolios, including trading securities, using in-depth knowledge of capital markets and portfolio management. |
| TriState Capital Bank | Vice President, Portfolio Manager - Equipment Finance | Jan 2022 to Sep 2023 | — |
| Chatham University | Program Manager and Business Advisor | Jan 2020 to Jan 2022 | — |
| Chatham University | Business Development Specialist - Women's Business Center | Jul 2019 to Jan 2020 | — |
| M. Davis Group | COO and CFO | Aug 2009 to Jun 2018 | Auctions, appraisals, acquisitions and consulting in industrial machinery and equipment. |
| PNC Financial Services Group | Associate | Jul 2008 to Aug 2009 | Financial Institutions Group - Capital Markets |
| The Kraft Heinz Company | MBA Intern, Supply Chain Finance | May 2007 to Aug 2007 | — |
| Harry Davis & Company | Auctioneer and Appraiser | Feb 2004 to Aug 2006 | — |
Education
Leadership Pittsburgh
Class XXXIII
2016 — 2017
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA), Finance & Entrepreneurship
2006 — 2008
The Johns Hopkins University
BA, Sociology
1999 — 2003
Skills & Expertise
Others at Guyasuta Investment Advisors Inc. (4)
| Name | Role | Location |
|---|---|---|
E Emily Weimer | Equity Research Analyst | Pittsburgh, PA , United States |
| Partner | Pittsburgh, PA , United States | |
P Paul Magovern | Partner | Pittsburgh, PA , United States |
| Equity Research Analyst | Pittsburgh, PA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Staley Capital Advisers Inc. | Pittsburgh, PA , United States | |
A Adam Logan | Senior Vice President - Portfolio Manager | Bill Few Associates, Inc. | Pittsburgh, PA , United States |
| Associate | Bill Few Associates, Inc. | United States |